- Bank of America (Asheville, NC)
- …to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Bank of America (Charlotte, NC)
- …has a desire to interact with clients proactively. + Has an ability to assess client needs and suggest/promote alternative products or services + Has ability to ... are guided by a common purpose to help make financial lives better through the power of every connection....service skills with ability to manage the full client end-to-end origination experience and problem resolution at key… more
- S&P Global (Raleigh, NC)
- …Product Consultant ( Client Success Manager ) **The Team:** The Research Manager Client Success team is composed of global experienced professionals. The ... ensure application operability and user success + Provide outstanding client service by assisting clients with trade...timely and accurate fashion + Partner with in-house Professional Services with client onboarding events to ensure… more
- Comerica (Charlotte, NC)
- …in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into ... and financial planning; listen, profile, gather information to assess client needs, biases and objectives. Assess opportunities and determine alternatives and… more
- Grant Thornton (Charlotte, NC)
- …completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills ... service providers and controls. + Actively participate in client engagements from start to completion, which includes planning,...and develop recommendations + Work with project team and client to deliver services in accordance with… more
- City National Bank (Charlotte, NC)
- …flow loans. * Minimum 5 years of experience in a banking or financial services environment required. *Additional Qualifications* * College degree in Business ... the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team ...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- IBM (Research Triangle Park, NC)
- …management, strategic sourcing and consulting experience to join our team of client -facing procurement professionals. Specifically, we are seeking to fill the role ... Project Executive. The Delivery Project Executive is the primary client interface for the delivery of our Procurement BPO... interface for the delivery of our Procurement BPO services to IBM's external clients. In addition, the Delivery… more
- Bank of America (Charlotte, NC)
- …the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other ... are guided by a common purpose to help make financial lives better through the power of every connection....is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit… more
- PNC (Charlotte, NC)
- …Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Financial Engineering, Financial Services Industry, Products and ... Description** + Develops and executes a business plan with emphasis on client development and increasing business with existing clients. Leads and directs… more
- Bank of America (Charlotte, NC)
- …monitoring of client portfolios, ensuring accurate and timely analysis of financial statements, assignment of risk ratings, and required client reviews. ... + Manages the credit process for a portfolio of clients including reviewing financial statements, assessing the client 's compliance with financial covenants,… more